Filed August 31, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,182 | $72,400-27.9% | $67,502-22.7% | $145,922-64.2% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.4pp | 80.3%+15.0pp |
| Annual return | 14.59% | 7182.46%-7167.9pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,990 | $3,069+30.0% | $2,731+46.1% | $4,660-14.4% |
| Participant deferral / active EE | $9,124 | $4,783+90.8% | $4,000+128.1% | $6,688+36.4% |
| Admin fee / account holder | $8,408 | $5,539+51.8% | $3,998+110.3% | $13,397-37.2% |